No matter what you call them—“consolidators,” “aggregators,” or the newly popular “mega RIAs”—today’s large wealth management firms pursuing acquisitions, roll-ups and tuck-ins all share a common goal ...

Along with CDs, fixed-rate annuities often pay more than money market funds and savings accounts. If you’re nervous about ...

Annuities offer guaranteed income and tax-deferred growth, but downsides may include high fees and opportunity costs.

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

The National Pension System's exit rule eased, allowing more flexibility with annuity purchases. Retirees must carefully ...